Legacy Edge Advisors, LLC holds a focused book of 203 stocks worth $848.8M as of Q3 2026 (disclosed Aug 26, 2026, a ~0-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Vanguard Int-Term Corporate. Their largest long position is Vanguard Int-Term Corporate at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Legacy Edge Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $558.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $150.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $129.1B |
| LPL Financial LLC | 80 / 80 | $118.3B |
| Cetera Investment Advisers | 80 / 80 | $32.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $24.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.1B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $16.5B |
Ranked by how many of Legacy Edge Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INT-TERM CORP | $98.3M | 1.17M | 11.6% | ▼−15% Reduced · −203K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $80.3M | 919.5K | 9.5% | ▼−10% Reduced · −107K sh | |
| 3 | Ishares TR RUS 1000 VAL ETF | $44.6M | 219.1K | 5.3% | ▲+5.8% Added · +12K sh | |
| 4 | Ishares TR RUS MID CAP ETF | $29.4M | 304.4K | 3.5% | ▼−20% Reduced · −77K sh | |
| 5 | Ishares Inc MSCI EMRG CHN | $29.2M | 432.9K | 3.4% | ▼−2.9% Reduced · −13K sh | |
| 6 | Ishares TR RUS 1000 GRW ETF | $28.4M | 60.7K | 3.3% | ▼−75% Reduced · −181K sh | |
| 7 | Vanguard Index FDS GROWTH ETF | $22.3M | 46.5K | 2.6% | ▼−83% Reduced · −232K sh | |
| 8 | Ishares TR MSCI USA QLT FCT | $21.7M | 111.6K | 2.6% | ▲+11% Added · +11K sh | |
| 9 | Ishares TR NATIONAL MUN ETF | $21.4M | 200.6K | 2.5% | ▼−29% Reduced · −81K sh | |
| 10 | First TR Exch Traded FD III INSTL PFD SECS | $20.2M | 1.05M | 2.4% | ▼−17% Reduced · −214K sh | |
| 11 | Ishares TR SHRT NAT MUN ETF | $20.2M | 189.1K | 2.4% | ▼−5.0% Reduced · −10K sh | |
| 12 | SPDR Series Trust PORTFOLIO S&P600 | $19.9M | 429.8K | 2.3% | ▲+41% Added · +124K sh | |
| 13 | Schwab Strategic TR US DIVIDEND EQ | $19.1M | 698.8K | 2.2% | ▲+10% Added · +66K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $18.5M | 99.3K | 2.2% | ▲+9.2% Added · +8K sh | |
| 15 | Microsoft Corp COM | $16.9M | 32.7K | 2.0% | ▼−3.9% Reduced · −1K sh | |
| 16 | Ishares TR NEW YORK MUN ETF | $14.8M | 277.2K | 1.7% | ▼−24% Reduced · −89K sh | |
| 17 | Ishares TR US INDUSTRIALS | $14.3M | 98.0K | 1.7% | ▼−14% Reduced · −16K sh | |
| 18 | Ishares TR ISHARES SEMICDTR | $13.7M | 50.7K | 1.6% | ▲+30% Added · +12K sh | |
| 19 | J P Morgan Exchange Traded F EQUITY PREMIUM | $13.7M | 239.2K | 1.6% | ▼−8.9% Reduced · −23K sh | |
| 20 | First TR Exchange Traded FD NASDQ CLN EDGE | $13.2M | 87.2K | 1.6% | ▼−8.0% Reduced · −8K sh | |
| 21 | First TR Exchange Traded FD NASDAQ CYB ETF | $13.2M | 173.1K | 1.6% | ▼−12% Reduced · −24K sh | |
| 22 | Ishares TR EXPANDED TECH | $12.6M | 109.8K | 1.5% | ▲16× Added · +103K sh | |
| 23 | Vanguard Mun BD FDS TAX EXEMPT BD | $11.9M | 237.0K | 1.4% | ▲+0.8% Added · +2K sh | |
| 24 | Ishares TR RUS MD CP GR ETF | $10.9M | 76.9K | 1.3% | ▼−0.9% Reduced · −723 sh | |
| 25 | SPDR S&P 500 ETF TR TR UNIT | $10.8M | 16.2K | 1.3% | ▼−3.0% Reduced · −502 sh | |
| 26 | Apple Inc COM | $10.0M | 39.4K | 1.2% | ▼−9.1% Reduced · −4K sh | |
| 27 | Ishares TR CORE S&P500 ETF | $9.7M | 14.6K | 1.1% | ▼−1.9% Reduced · −289 sh | |
| 28 | Ishares TR RUS MDCP VAL ETF | $8.1M | 57.8K | 1.0% | ▲+3.6% Added · +2K sh | |
| 29 | SPDR Series Trust BLOOMBERG INVT | $7.3M | 235.8K | 0.9% | ▼−7.3% Reduced · −19K sh | |
| 30 | First TR Exchng Traded FD VI FT VEST U.S | $6.9M | 163.6K | 0.8% | ▼−1.4% Reduced · −2K sh | |
| 31 | Vanguard Scottsdale FDS VNG RUS1000GRW | $6.6M | 54.8K | 0.8% | ▼−3.1% Reduced · −2K sh | |
| 32 | Nvidia Corporation COM | $6.3M | 33.9K | 0.7% | ▼−0.1% Reduced · −20 sh | |
| 33 | Vanguard Index FDS MID CAP ETF | $5.4M | 18.4K | 0.6% | ▼−75% Reduced · −55K sh | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 8.1K | 0.6% | ▲+5.0% Added · +385 sh | |
| 35 | Ishares TR CORE US AGGBD ET | $4.2M | 41.8K | 0.5% | ▲+88% Added · +20K sh | |
| 36 | Amazon Com Inc COM | $4.2M | 19.1K | 0.5% | ▲+1.2% Added · +228 sh | |
| 37 | J P Morgan Exchange Traded F INCOME ETF | $4.0M | 85.3K | 0.5% | ▼−87% Reduced · −552K sh | |
| 38 | Ishares Inc CORE MSCI EMKT | $3.9M | 59.7K | 0.5% | ▼−40% Reduced · −39K sh | |
| 39 | Alphabet Inc CAP STK CL A | $3.9M | 16.1K | 0.5% | ▼−11% Reduced · −2K sh | |
| 40 | Ishares TR ESG AWRE USD ETF | $3.8M | 162.3K | 0.5% | ▼−31% Reduced · −73K sh | |
| 41 | J P Morgan Exchange Traded F SHORT DURA CORE | $3.5M | 73.9K | 0.4% | ▼−38% Reduced · −45K sh | |
| 42 | Ishares TR ESG AW MSCI EAFE | $3.3M | 35.0K | 0.4% | ▼−18% Reduced · −8K sh | |
| 43 | Ishares TR RUSSELL 2000 ETF | $3.2M | 13.1K | 0.4% | ▼−2.6% Reduced · −357 sh | |
| 44 | Nushares ETF TR NUVEEN ESG LRGVL | $3.0M | 68.2K | 0.4% | ▼−1.0% Reduced · −716 sh | |
| 45 | Broadcom Inc COM | $2.9M | 8.8K | 0.3% | ▲+3.2% Added · +275 sh | |
| 46 | JPMorgan Chase & Co. COM | $2.9M | 9.1K | 0.3% | ▲+2.9% Added · +252 sh | |
| 47 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.8M | 46.6K | 0.3% | ▼−12% Reduced · −6K sh | |
| 48 | Ishares TR RUS 2000 GRW ETF | $2.6M | 8.1K | 0.3% | ▲+4.9% Added · +378 sh | |
| 49 | Berkshire Hathaway Inc Del CL B NEW | $2.5M | 5.0K | 0.3% | ▼−10% Reduced · −566 sh | |
| 50 | Vanguard Index FDS SMALL CP ETF | $2.4M | 9.6K | 0.3% | ▼−4.2% Reduced · −421 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2105396/holdings"
Use Arkolith to show Legacy Edge Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q3 2026 | Aug 26, 2026 | Aug 26, 2026 | 203 | $848.8M | 13F-HR |
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 239 | $1.1B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 223 | $951.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 217 | $913.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 17, 2026 | 198 | $748.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 17, 2026 | 181 | $641.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Aug 17, 2026 | 177 | $630.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Aug 17, 2026 | 183 | $626.0M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 17, 2026 | 175 | $542.7M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Aug 17, 2026 | 164 | $479.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Aug 17, 2026 | 158 | $437.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.